The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AKORN INC COM 009728106 23,267 532,920 SH   SOLE   532,920 0 0
ALTERA CORP COM 021441100 11,756 229,600 SH   SOLE   229,600 0 0
AMERICAN REALTY CAPITAL PROPERTIES INC COM 02917T104 13,497 1,660,156 SH   SOLE   1,660,156 0 0
ANN INC COM 035623107 14,467 299,584 SH   SOLE   299,584 0 0
BOB EVANS FARMS COM 096761101 83,432 1,634,329 SH   SOLE   1,634,329 0 0
BROADCOM CORP - CL A CL A 111320107 20,623 400,530 SH   SOLE   400,530 0 0
BROOKDALE SENIOR LIVING INC COM 112463104 77,471 2,232,593 SH   SOLE   2,232,593 0 0
CATAMARAN CORP COM 148887102 16,577 271,400 SH   SOLE   271,400 0 0
CHENIERE ENERGY PARTNERS LP COM REP LLC IN 16411W108 13,351 570,065 SH   SOLE   570,065 0 0
CIT Group Inc COM NEW 125581801 27,867 599,426 SH   SOLE   599,426 0 0
CITY NATIONAL CORP COM 178566105 782 8,647 SH   SOLE   8,647 0 0
COMPUTER SCIENCES CORP COM 205363104 17,112 260,700 SH   SOLE   260,700 0 0
CUMULUS MEDIA INC-CL A CL A 231082108 5,693 2,804,205 SH   SOLE   2,804,205 0 0
DEALERTRACK TECHNOLOGIES INC COM 242309102 10,773 171,570 SH   SOLE   171,570 0 0
DELEK US HOLDINGS INC COM 246647101 15,616 424,120 SH   SOLE   424,120 0 0
DOMTAR CORP COM NEW 257559203 5,510 133,090 SH   SOLE   133,090 0 0
DRESSER-RAND GROUP INC COM 261608103 175 2,060 SH   SOLE   2,060 0 0
ENERGY TRANSFER EQUITY LP COM UT LTD PTN 29273V100 96 1,500 SH   SOLE   1,500 0 0
ETHAN ALLEN INTERIORS COM 297602104 24,330 923,692 SH   SOLE   923,692 0 0
FAMILY DOLLAR STORES COM 307000109 5,288 67,102 SH   SOLE   67,102 0 0
HCC INSURANCE HOLDINGS INC COM 404132102 10,973 142,800 SH   SOLE   142,800 0 0
HOSPIRA COM 441060100 27,781 313,171 SH   SOLE   313,171 0 0
HUMANA INC COM 444859102 13,122 68,600 SH   SOLE   68,600 0 0
JDS UNIPHASE CORP COM PAR $0.001 46612J507 20,586 1,777,760 SH   SOLE   1,777,760 0 0
Kythera Biopharmaceuticals COM 501570105 10,960 145,530 SH   SOLE   145,530 0 0
LA QUINTA HOLDINGS INC COM 50420D108 13,400 586,450 SH   SOLE   586,450 0 0
MERITOR INC COM 59001K100 19,439 1,481,602 SH   SOLE   1,481,602 0 0
MOTORCAR PARTS OF AMERICA COM 620071100 11,419 379,502 SH   SOLE   379,502 0 0
MYLAN NV SHS EURO N59465109 11,943 176,000 SH   SOLE   176,000 0 0
OM GROUP INC COM 670872100 10,665 317,400 SH   SOLE   317,400 0 0
OMNICARE INC COM 681904108 773 8,200 SH   SOLE   8,200 0 0
PARTNERRE LTD COM G6852T105 21,031 163,665 SH   SOLE   163,665 0 0
QEP RESOURCES INC COM 74733V100 12,102 653,827 SH   SOLE   653,827 0 0
REMY INTERNATIONAL INC COM 75971M108 14,930 675,274 SH   SOLE   675,274 0 0
SIGMA-ALDRICH COM 826552101 27,407 196,675 SH   SOLE   196,675 0 0
SUNCOKE ENERGY PARTNERS LP COMUNIT REP LT 86722Y101 127 7,440 SH   SOLE   7,440 0 0
SUNEDISON INC COM 86732Y109 19,849 663,635 SH   SOLE   663,635 0 0
TMST TMST COM 887399103 9,188 340,423 SH   SOLE   340,423 0 0
TRAVELPORT WORLDWIDE LTD SHS G9019D104 9,065 657,832 SH   SOLE   657,832 0 0
WINDSTREAM CORP COM NEW 97382A200 16,407 2,571,638 SH   SOLE   2,571,638 0 0
YAHOO INC COM 984332106 14,427 367,194 SH   SOLE   367,194 0 0
BOB EVANS FARMS CALL 096761101 12,834 251,400 SH   SOLE   251,400 0 0
iShares Russell 2000 Index Fund PUT 464287655 82,083 657,400 SH   SOLE   657,400 0 0
SPDR Trust Series 1 PUT 78462F953 164,289 798,100 SH   SOLE   798,100 0 0